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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
PAPAMARKOU WELLNER ASSET MANAGEMENT INC.
$164M
Top holdings
1
APPLE INC
$18.8M
2
NVIDIA CORPORATION
$13M
3
ALPHABET INC
$12.3M
POTRERO CAPITAL RESEARCH LLC
$163M
Top holdings
1
BLACKLINE INC
$15.6M
2
SEAGATE TECHNOLOGY HLDNGS PL
$11.1M
3
BIRKENSTOCK HOLDING PLC
$10.9M
PANORAMIC CAPITAL PARTNERS, LLC
$162M
Top holdings
1
ISHARES TR
$93.5M
2
CAPITAL GRP FIXED INCM ETF T
$21.7M
3
MICROSOFT CORP
$6.35M
PETRA FINANCIAL ADVISORS INC
$162M
Top holdings
1
ISHARES TR
$20.3M
2
J P MORGAN EXCHANGE TRADED F
$12.1M
3
SPDR GOLD TR
$10.5M
PERRY CREEK CAPITAL LP
$160M
Top holdings
1
FIRST AMERN FINL CORP
$34.7M
2
ICON PLC
$27.1M
3
PERFORMANCE FOOD GROUP CO
$26.1M
PACIFIC WEALTH STRATEGIES GROUP, INC.
$160M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$21.5M
2
PROSHARES TR
$20.8M
3
SCHWAB STRATEGIC TR
$20.3M
PALACIOS WEALTH MANAGEMENT, LLC
$160M
Top holdings
1
NVIDIA CORPORATION
$46.9M
2
NEOS ETF TRUST
$16.6M
3
BROADCOM INC
$10.2M
PROPEL BIO MANAGEMENT, LLC
$159M
Top holdings
1
PLAINS GP HLDGS L P
$30.2M
2
ACHIEVE LIFE SCIENCE INC
$11.4M
3
PHATHOM PHARMACEUTICALS INC
$9.35M
PANTERA CAPITAL PARTNERS LP
$158M
Top holdings
1
FIGURE TECHNOLOGY SOLUTIO
$52.4M
2
BITGO HOLDINGS INC
$27.3M
3
BITMINE IMMERSION TECNOLOGIE
$22.7M
PROVIDENCE WEALTH ADVISORS, LLC
$157M
Top holdings
1
ELI LILLY & CO
$12M
2
APPLE INC
$11.3M
3
CATERPILLAR INC
$8.2M
PATRICK M SWEENEY & ASSOCIATES, INC
$156M
Top holdings
1
APPLE INC
$9.4M
2
ABBOTT LABORATORIES
$7.63M
3
JPMORGAN CHASE & CO
$6.95M
PIONEER FAMILY OFFICE, LLC
$156M
Top holdings
1
VANGUARD INDEX FDS
$56.3M
2
INVESCO QQQ TR
$21.4M
3
VANGUARD WORLD FD
$17.4M
PATHFINDER WEALTH CONSULTING, INC.
$154M
Top holdings
1
VANGUARD INDEX FDS
$22M
2
ISHARES TR
$21.3M
3
FIDELITY COVINGTON TRUST
$14.8M
PERSPECTIVE WEALTH ADVISORS LLC
$154M
Top holdings
1
ISHARES TR
$38.3M
2
STATE STR SPDR S&P 500 ETF T
$22.5M
3
INVESCO EXCH TRADED FD TR II
$15.7M
PACIFIC PARK FINANCIAL, INC.
$153M
Top holdings
1
VANGUARD INDEX FDS
$32.4M
2
ISHARES TR
$25.4M
3
SCHWAB STRATEGIC TR
$22.1M
PUREFI WEALTH, LLC
$153M
Top holdings
1
ISHARES TR
$23.1M
2
WALMART INC
$8.37M
3
STRYKER CORPORATION
$7.01M
POINT NEMO CAPITAL, LLC
$152M
Top holdings
1
VANECK ETF TRUST
$13.5M
2
ISHARES INC
$13.4M
3
SPDR SERIES TRUST
$11M
PALOUSE CAPITAL MANAGEMENT, INC.
$151M
Top holdings
1
MICROSOFT CORP
$5.78M
2
BAKER HUGHES COMPANY
$5.46M
3
TYSON FOODS INC
$4.88M
PHIL A. YOUNKER & ASSOCIATES, LTD.
$150M
Top holdings
1
SCHWAB STRATEGIC TR
$91.3M
2
ISHARES TR
$20.9M
3
PIMCO ETF TR
$19.7M
PIEDMONT CAPITAL MANAGEMENT, LLC (NORTH CAROLINA)
$150M
Top holdings
1
VANGUARD INDEX FDS
$24M
2
ISHARES TR
$14.1M
3
BERKSHIRE HATHAWAY INC DEL
$14M
